Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 20,002 shares of AVLV stock, worth $1.45 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,002
Previous 20,960 4.57%
Holding current value
$1.45 Million
Previous $1.43 Million 1.12%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$68.33 - $72.69 $65,460 - $69,637
-958 Reduced 4.57%
20,002 $1.45 Million
Q2 2025

Aug 13, 2025
BUY
$56.85 - $68.21 $925,745 - $1.11 Million
16,284 Added 348.25%
20,960 $1.43 Million
Q1 2025

May 13, 2025
BUY
$63.51 - $70.42 $296,972 - $329,283
4,676 New
4,676 $304,000
Q2 2024

Aug 13, 2024
BUY
$60.74 - $64.14 $60 - $64
1 Added 0.63%
159 $9,000
Q1 2024

Jun 11, 2024
BUY
$56.46 - $64.26 $8,920 - $10,153
158 New
158 $10,000

Others Institutions Holding AVLV

# of Institutions
419
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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